Robert RotstanCRD Number: 824624
Current Firm: Wells Fargo Advisors Financial Network, LLC
Robert Rotstan (CRD# 824624) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Irvine, CA and has over 40 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Wells Fargo Advisors Financial Network, LLC||Irvine, CA||Aug 2014 - Current||8|
|Ubs Financial Services Inc.||Newport Beach, CA||Jan 2009 - Aug 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management102,527MILLIONS
Total Number of Accounts222,705ACCOUNTS
Average Account Value$460,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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